Jeremy Grantham's DBX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 88,898 shares of Dropbox, Inc. (DBX) worth $2.02 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in DBX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 129,741 shares. Largest reduction occurred in Q2 2024, reducing 308,556 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Dropbox (DBX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dropbox (DBX) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +88,898 | New Buy | 88,898 | $22.72 |
| Q3 2025 | -59,953 | Sold Out | 0 | $0.00 |
| Q2 2025 | -5,846 | Reduce 8.88% | 59,953 | $28.60 |
| Q1 2025 | +65,799 | New Buy | 65,799 | $26.71 |
| Q2 2024 | -308,556 | Sold Out | 0 | $0.00 |
| Q1 2024 | +93,989 | Add 43.80% | 308,556 | $24.30 |
| Q4 2023 | +129,741 | Add 152.95% | 214,567 | $29.48 |
| Q3 2023 | -2,649 | Reduce 3.03% | 84,826 | $27.23 |
| Q2 2023 | +87,475 | New Buy | 87,475 | $26.67 |
| Q3 2021 | -89,600 | Sold Out | 0 | $0.00 |
| Q2 2021 | -35,900 | Reduce 28.61% | 89,600 | $30.31 |
| Q1 2021 | +77,300 | Add 160.37% | 125,500 | $26.66 |
| Q4 2020 | +48,200 | New Buy | 48,200 | $22.20 |
Jeremy Grantham's Dropbox Investment FAQs
Jeremy Grantham first purchased Dropbox, Inc. (DBX) in Q4 2020, acquiring 48,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Dropbox, Inc. (DBX) for 13 quarters since Q4 2020.
Jeremy Grantham's largest addition to Dropbox, Inc. (DBX) was in Q4 2023, adding 214,567 shares worth $6.33 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 88,898 shares of Dropbox, Inc. (DBX), valued at approximately $2.02 M.
As of the Q1 2026 filing, Dropbox, Inc. (DBX) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Dropbox, Inc. (DBX) was 308,556 shares, as reported at the end of Q1 2024.